+43.3%
FLNC vs BAM
-12.8%
+56.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.2% |
| 7D | -5.0% | -6.1% | +1.1% | +1.0% |
| 30D | -26.1% | -13.8% | -12.2% | -14.1% |
| 3M | -55.2% | +4.4% | -59.6% | -57.7% |
| 6M | -42.6% | +6.4% | -49.0% | -46.7% |
| YTD | -51.0% | -7.1% | -44.0% | -46.2% |
| 1Y | +43.3% | -11.8% | +55.1% | +87.3% |
| All | +43.3% | -12.8% | +56.1% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling